Full/Part Time Financial Consultant

Full/Part Time Financial Consultant
Company:

(Confidential)


Full/Part Time Financial Consultant

Details of the offer

We are looking to hire Financial Consultant to provide financial guidance to clients in order to help them accomplish their financial goals. The Financial Consultant's responsibilities include assessing clients’ financial situations, explaining the pros and cons of various investment strategies, answering all finance-related questions, and addressing clients’ concerns. You should also be able to maintain solid relationships with clients.
Requirement:
Possess at least Diploma/ Degree in Finance, Economics, Accounting, Banking or related field.
Effective communication skills and exceptional customer service skills.
Fluent in English or Mandarin
Additional certification (e.g. CFP or CFA) is a plus
Fresh graduates are welcomed
Job responsibilities:
Analysis market trends execute orders on company behalf.
Reporting daily trades profit and loss.
Monitoring portfolios to ensure that they are guideline compliant.
Assisting the company to attract new clients by maintaining and enhancing marketing material.
Advising clients on taxes, retirement planning, investments, and to achieve their financial goals.
Researching suitable investment opportunities for clients.
Interested in Business, Marketing, Finance or Management
What we do:
We provide business management consultancy services
We dealing with ICT related industry and products.
We conduct training and education programs in trading.
For who are interested please send me an email with your resume attached to
claire.wong.
click for email
.

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